Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,055 | $124,425-62.2% | $112,040-58.0% | $137,256-65.7% |
| Participation rate | 41.7% | 79.3%-37.6pp | 76.5%-34.8pp | 80.0%-38.3pp |
| Annual return | 12.86% | 24.72%-11.9pp | 24.52%-11.7pp | 220.34%-207.5pp |
| Employer contribution / active EE | $1,062 | $3,411-68.9% | $2,954-64.0% | $4,156-74.4% |
| Participant deferral / active EE | $2,371 | $5,718-58.5% | $5,098-53.5% | $6,407-63.0% |
| Admin fee / account holder | $26,477 | $15,207+74.1% | $12,098+118.9% | $12,270+115.8% |